Anic Equity¶
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Total return since start: 0.7 %¶
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Equity now: -----------------------------> 51915.65 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48716.59 Kr¶
PnL: ---------------------------------------> -370.98 Kr¶
DD now: ---------------------------------> -0.055 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 09:14:25.150824'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.640000 | 3402.000000 | 222.000000 | 6.980000 | 3180.000006 |
| HMS Networks | 2 | 0.150000 | 783.200000 | 110.200000 | 16.370000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.110000 | 3539.160000 | 85.160000 | 2.470000 | 3453.999992 |
| Fasadgruppen Group | 38 | 2.590000 | 4218.000000 | 77.000000 | 1.860000 | 4140.999992 |
| HEBA B | 70 | -1.030000 | 2695.000000 | 59.000000 | 2.240000 | 2636.000010 |
| SAAB B | 8 | 0.210000 | 3434.400000 | 57.400000 | 1.700000 | 3377.000000 |
| Swedbank A | 3 | 3.100000 | 609.300000 | 45.300000 | 8.030000 | 564.000000 |
| MedCap | 2 | -0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Resurs Holding | 22 | 0.140000 | 609.840000 | 35.840000 | 6.240000 | 573.999998 |
| AcadeMedia | 12 | -0.770000 | 589.920000 | 32.920000 | 5.910000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.080000 | 383.400000 | 28.400000 | 8.000000 | 355.000000 |
| OEM International B | 7 | 0.260000 | 550.200000 | 22.200000 | 4.200000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.180000 | 577.500000 | 15.500000 | 2.760000 | 562.000005 |
| Intrum | 4 | 0.520000 | 542.200000 | 15.200000 | 2.880000 | 527.000000 |
| Norva24 Group | 16 | 0.000000 | 555.200000 | 12.200000 | 2.250000 | 543.000000 |
| Securitas B | 6 | 0.290000 | 580.800000 | 10.800000 | 1.890000 | 570.000000 |
| Eastnine | 4 | -0.630000 | 500.800000 | 9.800000 | 2.000000 | 491.000000 |
| Midsona B | 63 | -0.740000 | 590.940000 | 7.940000 | 1.360000 | 582.999984 |
| Karnov Group | 9 | 0.000000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.580000 | 248.160000 | 2.160000 | 0.880000 | 246.000000 |
| Handelsbanken A | 5 | 0.780000 | 547.500000 | 1.500000 | 0.270000 | 546.000000 |
| Corem Property Group B | 59 | -0.810000 | 576.730000 | -0.270000 | -0.050000 | 576.999999 |
| Creaspac SPAC | 6 | -0.620000 | 576.600000 | -0.400000 | -0.070000 | 577.000002 |
| Coor Service Management Hold. | 8 | -0.230000 | 530.000000 | -2.000000 | -0.380000 | 532.000000 |
| Boozt | 12 | 0.220000 | 1648.800000 | -5.200000 | -0.310000 | 1653.999996 |
| Sampo Oyj SDB | 7 | 0.000000 | 3832.500000 | -17.500000 | -0.450000 | 3850.000000 |
| Essity B | 2 | 0.440000 | 552.400000 | -21.600000 | -3.760000 | 574.000000 |
| International Petroleum Corp. | 5 | -1.840000 | 560.000000 | -34.570000 | -5.810000 | 594.565215 |
| CTEK | 13 | -2.130000 | 495.690000 | -38.310000 | -7.170000 | 533.999999 |
| Essity A | 4 | 0.000000 | 1108.000000 | -41.000000 | -3.570000 | 1149.000000 |
| Vivesto | 1368 | -0.050000 | 567.450000 | -45.550000 | -7.430000 | 612.999432 |
| Beijer Electronics Group | 27 | -1.420000 | 2997.000000 | -87.000000 | -2.820000 | 3083.999994 |
| OX2 | 22 | 0.800000 | 1796.300000 | -192.700000 | -9.690000 | 1989.000002 |
| Axfood | 15 | 0.260000 | 4056.000000 | -244.000000 | -5.670000 | 4300.000005 |
| Ovzon | 64 | 0.000000 | 3456.000000 | -540.000000 | -13.510000 | 3996.000000 |
| TOTAL | 48716.590000 | -370.980000 | -0.05531% | 49087.564636 |
Updated:¶
'2023-01-31 09:14:37.944310'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
